Gary Smart

Solution Architect

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My Services

When partnering with Gary Smart you will benefit from my skillset and experience in; vendor selection, customisation, systems integration, software deployment, training, upgrades and management in the following:

Marketing Automation

Marketing automation is most beneficial when used to automate repetitive tasks such as emails, social media, and other website actions. With the right tools you can also track and measure prospect interactions, conversion of prospects and customer loyalty across all your sales channels. Marketers also see benefits from being able to shorten the sales cycle and close deals more quickly as well as being able to establish a ROI for campaigns.

Workflow & Business Process Automation (BPA)

Workflow and Business Process Automation takes a systematic approach to making an organization’s workflow more effective, efficient and more capable of adapting to an ever-changing environment. When a quality BPA solution is implemented, organisations benefit from being more organized, saving time, consistent delivery and cost savings, allowing your team to additional time and resources to focus on the core work.

Document Automation

Implementing a document automation system increases your productivity as well as decreases risk while enhancing compliance. A well designed automation system replaces manual document handling with software that automates the processing of documents. Benefits include workflow automation, reduced processing costs, reduced processing time, improved accuracy and lowers administration costs and environmental impacts.

Successful implementation of an electronic document management system begins with a detailed understanding the specific challenges and requirements of your organization.

Case Management & Ticketing Systems

The help desk or customer support team is crucial to the success in most companies. The core of support is keeping clients happy which in turn increases satisfaction and loyalty. I partner with organizations to implement solutions that turns customer service strategies into real business benefits.

I will analyse your current customer support processes and design a solution that will not only best serve your customers, but also your staff, because it’s their use of the solution that helps drive superior customer service.

CRM Vendor Selection

The CRM software selection process requires in-depth research, analysis and collaboration. Choosing the right CRM solution can be challenging. There are so many options available and the majority of CRM platforms look the same, or appear to offer very similar functionality, making researching and selecting a vendor a time consuming exercise.

I have partnered number of CMR vendors, but I also have expertise and have worked with a number of the leading platforms. To provide you a recommendation I take the time to understand and define your requirements and only recommend solutions that will be a ‘best fit’ for your organisation.

Enterprise Integration

Smart companies have started to realise the benefits of integrating enterprise systems to their CRM, ERP and website applications.  By integrating a range of apps used in the front-office and back-office operations your organization will experience improved productivity and have access to accurate and comprehensive information that provides a complete view of the customer, product and sales process.  Once implemented organisations can automate a variety of tasks including “straight-through” end-to-end business processes, such as the quote-to-cash cycle.

 

 

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CRM
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Integration